Evolve Market Insights

On March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicone Valley Bank in order to protect depositors, marking a remarkably swift end to a bank that had been in business for four decades.

Two months into 2023, the Federal Reserve is still fighting inflation in the battle royale that began in early 2022.

With the Federal Reserve slowing its interest rate increases and inflation slowing to a tolerable level, the question remains: what can companies earn in this softer economic environment?

Now with several consecutive months of easing inflation numbers, the Fed appears to be winning the war. However, this happens just as leading indicators suggest substantial economic slowing ahead.

In December of 2022 Congress passed the Consolidated Appropriations Act, 2023 which contains a large section covering retirement in the U.S. referred to as SECURE 2.0.

Overshadowed by mid-term elections last week, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of both stock and bond performance.

The second quarter was tumultuous to say the least as we officially saw the S&P 500 enter bear market territory. What are investors to do?

A bruising first quarter for stocks and bonds begs the question: Are markets signaling a recession in 2022, or a downshifting from the torrid growth of 2021?

As I turned the calendar from the craziness of 2020 to 2021, I had a simple request, I hoped for a boring 2021. And for the most part my wishes were answered.